Unclaimed
Jerry Suskind is a financial advisor with Arvest Wealth Management. Jerry is a registered representative and investment advisor in the states of Arkansas, Kansas, Missouri, Oklahoma, and Texas. Jerry has been in the financial services industry since November 2016. Jerry has a Series 7, Series 66, and SIE license. Jerry is able to provide financial advice to a variety of clients including individuals, corporations, charitable organizations, pension and profit sharing plans, and state and municipal governments. Jerry's primary office is located in Rogers, Arkansas but Jerry also works out of offices in Bentonville, Pea Ridge and Rogers, Arkansas. Jerry is dedicated to helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AR
02/19/2019 - Present
Arvest Wealth Management (ROGERS AR)
MO
12/22/2016 - 04/25/2017
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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